Money

Managing your money and planning your financial future is a complex task. Without the right advice, your hard-earned wealth could end up sparking a family fall-out or lining the taxman’s coffers, instead of your own.

Is your money working as hard for you as it could? Have you invested it wisely? Protected it soundly? Instead of lying awake at night worrying about it, let us advise you on the best way forward and give you proper peace of mind.

Independent industry guide the Legal 500 affirms our ‘user-friendly and proactive’ approach, and says we have a ‘very good reputation for money work involving businesses and farms’. While the similar Chambers directory applauds our ‘deserved reputation for tax, trusts and will planning’.

We can offer guidance on all aspects of wealth management – inheritances, successions, trusts, wills and estate planning. We’ll make sure as much of your estate as possible is guarded from the taxman, and we can represent you if the worst happens and you’re caught up in a contested will or probate disagreement.

We Cover

Graham Murdoch

Partner

01872 265100

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Graham Murdoch is a Partner and the Team Leader of the Private Client Team in Truro. He deals with Wills, Inheritance Tax Planning, administration of Estates and Trusts, Powers of Attorney, Court of Protection and other elderly client matters.

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Ian Newcombe

Partner

01392 210700

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Ian is a Partner and leads the Private Client Team in Exeter. With 20 years' experience, he specialises in will drafting, probate and the administration of estates, trusts and tax planning.

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Phil Reed

Partner

01726 74433

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Philip is a partner and a Team Leader in the private client department and joined in 2007 from the merged firm Graham & Graham. He is a member of the Society of Trust and Estate Practitioners and is an Inheritance Tax specialist, dealing with taxable estates and trusts.

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